Navi Mutual Funds

How to Invest in Navi Mutual Funds?

Invest online in Fund house via Scripbox. It is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.

• Visit the Scripbox Website for a list of Investment Plans: On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal. To start investing in the Mutual Funds Scheme, pick any of the options best suited to your financial goal. Click on “Continue” to proceed with Mutual Fund Investment
• Sign up to create an account: If you are an existing Scripbox member, Sign in with your details. When you sign in, a list of different investment options will appear on your screen. Scripbox allows investors to select the payment option. You can select “Every month SIP” or “One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow. Click on the “See Recommended Funds” to proceed for investment.
• Check the Plan and Fund Allocation: A list of mutual funds to invest online and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead. If you wish to change the fund or amount, you can do that by clicking on the option, “I want to change Funds/ Amount.” Now click on the”Next” button to make the payment.
• Bank Details and Money Transfer: In the last step, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required To Invest In Navi Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund company. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

• Photograph
• Pan Card
• Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
• KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com.

How to Download Navi Mutual Fund Investment Statement? 

The following steps will guide you to download the Navi mutual fund investment statement using the Scripbox App: 

• Login to the Scripbox App
• In the menu, select ‘Profile’
• Next, choose the ‘Investment History’ option
• Click on ‘Email Me’. You will receive an email with a link to download your Scripbox Investment History to your registered email address. Download the statement by clicking on the link. 

The excel document includes the following details:

• Orders Tab: This section has the following details: folio number, investor name, fund name, amount invested, units allocated, NAV, STT and purpose.
• Current Holding Tab: This section has the following information, fund name, number of units, current value of the investment, folio number and purpose.

Fund Managers of Navi Mutual Fund

Fund Manager Name	Type Of Fund	Number of Schemes
Saravana Kumar	Equity and Debt	9
Girish Raj	Equity	2
Pradeep Sukte	Equity	1

Mr. Saravana Kumar

Mr Kumar is the Chief Investment Officer at Navi Mutual Fund. He has been associated with the Compnay since 2019. He has more than 29 years of experience in Asset Management, Banking, Insurance and Portfolio Management Services.

Earlier, he worked with LIC Mutual Fund where he held the position of  Head of Investments from October 2013-15. He also worked with AIA Life Insurance Co. Ltd. as CIO from 2009-13. From 2003 to 2009 he worked at ICICI Bank Limited as Deputy GM. He was also a Fund Manager at SBI from 2001-03.

Academically, Mr Kumar holds an Engineering Degree in Electronics & Telecommunications. In addition, he has also done his MBA in Finance from IIM Bangalore. He is also a CAIIB. 

Mr. Girish Raj

Mr Raj has more than 17 years of experience in Portfolio Management Services and Broking industry. His previous associations include the following Quest Investment Advisors (Quest), IFCI Financial Services Ltd. (IFIN), Pranav Securities Pvt. Ltd., Independent Research Private Limited (IRPL), and also Asian Techno Investments Pvt. Ltd. He currently manages two funds at Navi Mutual Fund.

Mr. Pradeep Sukte

Mr Sukte is currently the Dealer – Equity and Fund Manager of Navi Arbitrage Fund. He is also a key personnel at the fund house. Prior to joining Essel, he was with Sahara Asset Management Co. Pvt. Ltd., IDFC Securities Limited, Quantum Securities Private Limited, UTI Securities Limited and also HDFC Securities Limited. Mr Sukte holds a CFA certification and also a B.Com degree.

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